Client Service Officer Eastern Europe Desk H/F

vor 3 Wochen

Zürich, Schweiz Indosuez Wealth Management Vollzeit

Description du poste

CA Indosuez :

CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity finance, asset management and commercial banking. Based in Switzerland since 140 years, CA Indosuez (Switzerland) SA has c.1000 employees spread across different verticals and expertise including commercial, products and services as well as support and control functions. Its teams and different expertise benefit from the unique network of the broader Indosuez Wealth Management network as well as CACIB, its investment bank, and more generally from Crédit Agricole Group.


Key missions :

As a Wealth Management generalist, the Client Service Officer (CSO) works within a CSO team under the responsibility of a Team Coordinator CSO (CCSO).

Your team works with a specific Wealth Management Zone. In this case, this is Eastern Europe. You support a/several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios, mostly in Polish, Russian and English languages.


You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the employees and the clients.


Ensure the link between the client, RMs, Service Team and operational departments ;
Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
Establish and maintain quality relationships with the clients (both external and internal) ;
Proceed with accounts openings/closings, pass the orders and controls the correct execution ;
Control client identification, and call-backs ;
Prepare the RMs business trips ;
Master the mechanisms of the bank and work within the established practices and procedures.

  • Client Service Officer Eastern Europe Desk H/F

    vor 3 Wochen

    Zürich, Zürich, Schweiz CA Indosuez (Switzerland) SA Vollzeit

    Informations généralesEntité À propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active...

  • Client Service Officer Eastern Europe Desk H/F

    vor 4 Wochen

    Zürich, Zürich, Schweiz CA Indosuez (Switzerland) SA Vollzeit

    Informations généralesEntité À propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active...

  • Client Service Officer Eastern Europe Desk H/F

    vor 4 Wochen

    Zürich, Zürich, Schweiz CA Indosuez (Switzerland) SA Vollzeit

    Informations généralesEntité À propos de CA Indosuez (Switzerland) SA CA Indosuez (Switzerland) SA est l'un des établissements de référence de la place financière suisse, figurant parmi les cinq premières banques étrangères du pays. Outre ses activités de Gestion de Fortune en Suisse, au Moyen Orient et en Asie, la banque est également active...

  • Client Service Officer Eastern Europe Desk H/F

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Indosuez Wealth Management Vollzeit

    Description du poste CA Indosuez : CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and...

  • Client Service Officer Eastern Europe Desk H/F

    vor 4 Wochen

    Zürich, Schweiz Indosuez Wealth Management Vollzeit

    Missions CA Indosuez : CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity...

  • Client Service Officer Eastern Europe Desk H/F

    vor 3 Wochen

    Zürich, Schweiz Indosuez Wealth Management Vollzeit

    Missions CA Indosuez : CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity...

  • Client Service Officer Eastern Europe Desk H/F

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Indosuez Wealth Management Vollzeit

    Missions CA Indosuez : CA Indosuez (Switzerland) SA as an affiliate of Indosuez Wealth Management (~USD 130 billion of AUM as of 31/12/2022) is one of the leading banking institution in Switzerland. In addition to its wealth management activities in Switzerland, Middle East and Asia, the Bank is also active in capital markets, trade and commodity finance,...

  • Relationship Manager Eastern Europe

    Vor 4 Tagen

    Zürich, Zürich, Schweiz JobHive AG Vollzeit

    Who is hiring?For a Swiss Family Office based in Zurich, we are looking for a Relationship Manager for Eastern EuropeTasksYou will work in a team in Zurich and be responsible for the following:general office administration and accounting- telephone and written client contact- managing client portfolios and investment advice- preparing client visits-...

  • Relationship Manager Eastern Europe

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Swisscontact Vollzeit

    MENÜSUCHEDEHomeÜber unsStellenangeboteRelationship Manager Eastern Europe & Ukraine (60%)Relationship Manager Eastern Europe & Ukraine (60%)Swisscontact is operating in 7 countries across Eastern Europe including the Western Balkans, Georgia and Ukraine. In Ukraine Swisscontact currently implements 3 projects in the field of Skills Development, Trade...

  • Private Banker

    vor 3 Wochen

    Zürich, Schweiz Pictet Group Switzerland Vollzeit

    Pictet is an investment-led service company, offering wealth management, asset management and related services. We do not engage in investment banking, nor do we extend commercial loans. We are a partnership of seven owner managers and our principles of succession and transmission of ownership have remained unchanged since foundation in 1805. With more than...

  • Relationship Manager Eastern Europe

    Vor 4 Tagen

    Zürich, Zürich, Schweiz Swisscontact, Schweizerische Stiftung für technische Entwicklungszusammenarbeit Vollzeit

    Relationship Manager Eastern Europe & Ukraine (60%)Contract typeLimitedWorking locationZürichApply nowTasksSupport the Swisscontact Eastern Europe Regional Director to manage and further expand its portfolio in the region including Ukraine Support the Country Director Ukraine and the Swisscontact team in Kyiv to expand Swisscontact's portfolio in Ukraine by...

  • Relationship Manager Eastern Europe

    Vor 7 Tagen

    Zürich, Zürich, Schweiz Swisscontact, Schweizerische Stiftung für technische Entwicklungszusammenarbeit Vollzeit

    Relationship Manager Eastern Europe & Ukraine (60%)Contract typeLimitedWorking locationZürichApply nowTasksSupport the Swisscontact Eastern Europe Regional Director to manage and further expand its portfolio in the region including Ukraine Support the Country Director Ukraine and the Swisscontact team in Kyiv to expand Swisscontact's portfolio in Ukraine by...

  • Client Account Manager Wm Eastern Europe

    Vor 4 Tagen

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Business management, administration and support Global Wealth ManagementJob Reference #BRCity ZürichJob Type Full TimeYour role Do you want to take your career to the next level learning new things every day? You proactively go the extra mile, take ownership and make things happen? Are you focused on the details, even when under...

  • Relationship Manager Assistant, Wealth Management

    vor 2 Monaten

    Zürich, Schweiz Union Bancaire Privee Vollzeit

    Relationship Manager Assistant, Wealth Management - Eastern Europe Description Wealth Management (WM):As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking...

  • Relationship Manager Assistant, Wealth Management

    vor 3 Wochen

    Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit

    Karriere und Ausbildung Vacancies Offene Stelle :Relationship Manager Assistant, Wealth Management - Eastern Europe Zweigstelle :Zürich Eintrittsdatum :01.06.2024 Arbeitszeit : Domain : Share email print   Relationship Manager Assistant, Wealth Management - Eastern Europe Description Wealth Management (WM): As it plays such a major part in our strategy,...

  • Relationship Manager Assistant, Wealth Management

    vor 2 Monaten

    Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit

    Karriere und Ausbildung Vacancies Offene Stelle :Relationship Manager Assistant, Wealth Management - Eastern Europe Zweigstelle :Zürich Eintrittsdatum :01.06.2024 Arbeitszeit : Domain : Share email print   Relationship Manager Assistant, Wealth Management - Eastern Europe Description Wealth Management (WM): As it plays such a major part in our strategy,...

  • Relationship Manager Eastern Europe

    Vor 7 Tagen

    CH-8005 Zürich Swisscontact, Schweizerische Stiftung für technische Entwicklungszusammenarbeit Teilzeit

    Relationship Manager Eastern Europe & Ukraine (60%)Contract typeLimitedWorking locationZürich Apply now Tasks Support the Swisscontact Eastern Europe Regional Director to manage and further expand its portfolio in the region including Ukraine Support the Country Director Ukraine and the Swisscontact team in Kyiv to expand Swisscontact’s portfolio in...

  • Channel Manager DACH

    vor 1 Monat

    CH-8045 Zürich Exeon Analytics AG Vollzeit

    Job description 80-100% | immediately or according to arrangement | DACH About Exeon: Exeon Analytics is a Swiss cyber tech company specializing in the protection of IT and OT networks through AI-driven security analytics. Our Network Detection & Response (NDR) platform ExeonTrace allows companies to monitor corporate networks, immediately detect cyber...

  • Channel Manager DACH

    vor 3 Wochen

    CH-8045 Zürich Exeon Analytics AG Vollzeit

    Job description 80-100% | immediately or according to arrangement | DACH About Exeon: Exeon Analytics is a Swiss cyber tech company specializing in the protection of IT and OT networks through AI-driven security analytics. Our Network Detection & Response (NDR) platform ExeonTrace allows companies to monitor corporate networks, immediately detect cyber...

  • Account Executive Eastern Europe

    vor 4 Wochen

    Zürich, Zürich, Schweiz salesforce Sàrl Vollzeit

    Every CIO today is being forced to evaluate their integration strategy in order to move faster and increase innovation to meet the demands of the market. Organisations are spending over $443 billion on integration work every year, yet they still can't move fast enough to outpace competition. MuleSoft is building a new category of software to uniquely solve...